News stories tagged with #Epyc
AMD Faces Unexpected CPU Boom Driven by Agentic AI, Supply Tightens
AMD CEO Lisa Su warns of tightening supply for server CPUs as demand surges beyond expectations due to agentic AI applications. The upcoming Epyc Venice generation is set to launch in the second half of 2026, but current production capacities are under strain. AMD is adjusting its manufacturing and delivery processes and has sufficient capacity for future products like Instinct MI450, HBM4, and CoWoS.
AMD and Meta Announce Billions-Deep AI Deal with 6 GW GPU Infrastructure and Shareholding
AMD and Meta have entered a long-term strategic partnership to build a powerful and energy-efficient AI infrastructure using up to 6 gigawatts of AMD Instinct MI450 GPUs, custom EPYC processors based on the Zen-6 architecture (codenamed Venice and Verano), and Helios racks. The deal, valued at up to 60 billion USD, includes a performance-based warrant for up to 160 million AMD shares and an option to acquire up to 10 percent of AMD's shares. This collaboration strengthens AMD's position in the AI data center market and reflects the shared vision of both companies to build a trillion-dollar AI infrastructure, with deliveries expected to begin in the second half of 2026.
AMD Dominates Q4 2025: Ryzen and Epyc Shares Rise, Server Market Leads
In Q4 2025 AMD captured a 35.4 % share of the CPU market, taking market share from Intel’s Core, Core Ultra and Xeon lines. Desktop sales rose to 42.6 % of revenue, while server and mobile shares climbed to 41.3 % and 26 %, respectively – notably a 41.3 % server revenue share that solidifies AMD’s leadership over Intel. The data point to a long‑term strategy focused on higher‑end configurations and chiplet technology, with new Epyc‑9006 CPUs for HPC and AI expected in 2026.